Lawyers who work in non-legal capacities, such as those employed as advisors by banks, accounting firms and investment firms, strive to assist clients with tax and estate planning without crossing the line into giving legal advice. But how do you avoid crossing a line you can’t see?  Join us for a discussion of the difficult situations non-practicing lawyers face and the strategies for avoiding an allegation that you were practicing law.

Co-Sponsored by the Probate & Trust Law Section.